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For accountants & bookkeepers

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841 results found

  1. There have been loans/credit cards set up as bank accounts in Xero to keep track of them - when these are brought through to Xero Tax they are automatically mapped to current assets. When remapped to to creditors, it incorrectly reduces the creditors balance instead of increasing it. Please could this be corrected.

    14 votes

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     ·  1 comment  ·  Xero Tax  ·  Admin →
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  2. Needed: an option button in Xero Tax which switches the Accounts between FRS 102 and FRS 105.

    The majority of our Clients only require FRS105 Accounts to be submitted to Companies House but they all ask for FRS 102 Accounts to provide to their Bank or for applying for mortgages etc.

    We also want them to sign FRS102 Accounts since they have much more disclosure and if Clients simply see the FRS105 version of Accounts, they question the fee we charge them for such a small output (not realising the amount of work behind preparing them).

    TaxCalc (which we came…

    18 votes

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     ·  1 comment  ·  Xero Tax  ·  Admin →
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  3. There is currently no option for tracking inventory items on Hubdoc, aside from using the tracking categories. It is very laborious having to go into each transaction on Xero, after being published from Hubdoc, and select the Tracking Inventory items which in turn when selected changes the rest of the details on the line including the description originally filled into Hubdoc!

    It would save a great amount of time to include this field in the Hubdoc 'Destination' window and for Hubdoc to retrieve the inventory Items from the company's Xero account in the same way as the 'contacts' and 'accounts'…

    4 votes

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     ·  0 comments  ·  Hubdoc  ·  Admin →
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  4. Ability to have alert when action is required for a tax return

    Purpose: being able to react and action items quickly when needed. Prompted rather than manual checking.

    4 votes

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     ·  0 comments  ·  Xero Tax  ·  Admin →
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  5. Ability to choose to have the latest timesheet entry appearing at the top of the list in the timesheet view instead of at the bottom.

    8 votes

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  6. When will we have an option to update all client emails/phone numbers at the same time?
    It would be really helpful if the system would search for all 'same' emails or phone numbers and allow for these all to be updated/amended.

    15 votes

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  7. Xero workpapers should change depending on entity type selected. It appears that the selection of entity type in workpapers only serves to customise the query gallery and has no bearing on the actual workpapers created. An number of examples of this can be seen whereby selecting the trust entity type, the workpaper pack incorrectly contains M & M2 imputation credits, N Shareholders Current Account should be named N Beneficiary Current Account, and most significantly L - Income Tax does not contain a defined field for tax credits allocated on beneficiary income (instead users are having to use the free form…

    21 votes

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  8. Add a TPAR tax form in Xero Practice Manager (XPM) so that we can generate signing pages like we can with a BAS or PSAR. When lodging via a client's Xero file or the ATO portal, we tick a box to say we have a declaration from the client, authorising us to lodge their TPAR, but there seems to be no report we can print to show them what we're going to lodge, nor signing pages that they can sign, so meeting this declaration requirement is proving difficult.
    Also should be able to print a draft/published TPAR from a client's…

    22 votes

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  9. KPI DASHBOARD - BUILD REPORT ON CUSTOM PERIOD

    WE WOULD LIKE TO BE ABLE TO BUILD THIS REPORT UNDER REPORT BUILDER OR EVEN WHEN YOU EXPORT IT THAT YOU ARE ALLOWED TO EXPORT IT FOR THE WHOLE YEAR AND NOT ONLY FOR THE 4 MONTHS & YTD THAT IT CURRENTLY ALLOWS YOU TO DO

    6 votes

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  10. Have the 'Showing number of items per page' on the bank reconciliation screen to increase number of transactions in view. This option is available on the bank statements tab and also the account transactions but not the reconcile tab. Would be helpful to be able to view more than 10.

    18 votes

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     ·  3 comments  ·  Admin →
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  11. For manually uploaded receipts, the ability to edit the vendor and category in bulk would be be a big time saver.

    25 votes

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     ·  2 comments  ·  Hubdoc  ·  Admin →
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  12. Dear Xero HQ, appreciate if we could have the function to Export a Report on the Exchange Rates used for a period of time (in Excel Format). Thank You

    3 votes

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    2 comments  ·  Xero HQ  ·  Admin →
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  13. Currently we are only able delete Client Groups in XPM. That means there are 'inactive' groups when the clients move on making it harder to see how many Groups you are actually working with.

    It would be great to be able to Archive instead. This would keep the Group Count 'clean' and you can still report on Groups

    9 votes

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  14. Have the GST from workpapers such as Entertainment and Home Office automatically populate the GST workpaper

    30 votes

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     ·  0 comments  ·  Workpapers  ·  Admin →
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  15. Currently there is no option as was advised by your Support Team. This will help keep most Tax Returns & Activity Statements linked to the correct jobs irrespective of how & when they are created.

    14 votes

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  16. Xero workpaper would also show the actual file report and not just the links when exporting the workpaper. This is only available for files uploaded to the workpaper. Our practice uses FYI docs where all the relevant schedules, documents, and files are uploaded and we simply link it to Xero Workpapers. This is also helpful for practices who are using cloud storing services for documents and files.

    8 votes

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    1 comment  ·  Workpapers  ·  Admin →
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  17. We would like to have the following additional schedules:

    • Company Tax Return - business schedule

    • Individuals - Depreciation schedule allocated against partnership income

    14 votes

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     ·  2 comments  ·  Xero Tax  ·  Admin →
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  18. the function to search for clients needs to be easier (similar to the search function) when you are trying to run reports in XPM. It is tiring to go through 3,000 clients on a list to select the one I want to view as the function to run reports only allows me to type the first initial.
    It takes us almost 5-6mins to run a simple report

    5 votes

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  19. The option to have a draft automatically created when a recurring job is generated. Such as for GST and AIM.
    It would be very helpful by saving time and assist us in making sure they are all filed.

    17 votes

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  20. Import a Return lodgement list from the ATO which then creates returns for all clients in XPM that are on that lodgement list.

    12 votes

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    2 comments  ·  Xero Tax  ·  Admin →
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